Questions

iPaaS: Enabling SSO

I am preparing to enable SSO for iPaaS Forms. Before doing so, I need to enable SSO Authentication for iPaaS. When configuring SSO Authentication for iPaaS, will this cause any disruption with existing flows?
1 Answer
Tyler Duncan Last activity on 11/4/2022 9:53:22 AM by Mark Sayers

Card Wall Resource colors

Is there a way to change the color assignments for the resources that are assigned to a card? We have 2 BA/PMs with the same initials, and it would be nice to be able to differentiate them by color (see attachment).
1 Answer
Rebecca Murphy Last activity on 11/3/2022 3:58:09 PM by Brittany Renn

Multi-selecting assets for updates in TDNext

When you are in an asset application and you would like to apply a change to several assets at a time (not using the API), is it possible to add other options to the list of fields to be updated that comes up after multi-selecting the assets and ...
1 Answer
Susan Galvin Last activity on 11/3/2022 4:10:08 PM by Mark Sayers

iPaaS: Missing Navigation

I am trying walk-thru the SAML metadata import and notice in the first step to navigate to Configuration, but this option does not appear. Could it be that I am missing a security role?
1 Answer
Tyler Duncan Last activity on 11/3/2022 1:44:34 PM by Carrie Willis

Configure Canvas iPaaS Connector

I am testing out the canvas connector using a token. The connector is running into an issue with the authentication. I have changed the domain and changed the authentication to accept a generic API Key, but luck.
2 Answers
Tyler Duncan Last activity on 11/4/2022 9:15:27 AM by David Tod

Email Monitor Attachment Types and Random Image

What are the supported file types for Email Monitor Attachments? I was able to attach an XML file but when I try to attach a JSON file I get the follow error message in the monitor log:

Also, when creating a ticket from an email monito...
1 Answer
Tevis Boulware Last activity on 11/3/2022 9:03:27 AM by Brittany Renn

Change Report's Default Column for Sorting

When you click on a report, a column isn't selected that you can see to determine how it's sorting the data. When you click a column title in a report, it turns red and becomes the column you're sorting by. You can change the sort order by clic...
1 Answer
Mike Schuster Last activity on 11/2/2022 9:35:03 AM by Mark Sayers

iPaaS Forms: Configuration Authentication

Could someone point to the direction of the KB article for the iPaaS Form Authentication setup and configuration?
1 Answer
Tyler Duncan Last activity on 11/1/2022 5:00:42 PM by Mark Sayers

Adding request form to a service

Greetings,
I created a new request form and need to add it to a service, but I am not able to figure it out. I've gone to Services in both TDAdmin and TDClient, but I still can't figure it out. I know I must just be missing something simple. ...
2 Answers
Alyx Lyons Last activity on 11/2/2022 10:25:06 AM by Brittany Renn

Project Portfolio Submitted Form

When we create a project request intake form, we can automatically expand an attribute's "Help" text by default. However, for a submitted Project Request, there doesn't seem to be a way to automatically expand the help, and it takes user interac...
1 Answer
Tevis Boulware Last activity on 11/1/2022 10:22:13 AM by Mark Sayers

Character limit on the outbound email setting

Is there a character limit on the outbound email setting for the From Display name?
1 Answer
Phuong Hoang Last activity on 10/31/2022 4:56:47 PM by Mark Sayers

Staff showing up in viewed list in tickets although they were not logged in

We have a staff person who has shown up in the Read By list in the ticket about three times when he was not even logged in. The attached is the ticket and the staff member is highlighted. Anything we can do to prevent this?
Thanks!
Jayne
1 Answer
Jayne Dissette Last activity on 10/31/2022 10:11:52 AM by Mark Sayers

Contacts ability to view ticket details

Is there a way for contacts on a ticket to be able to view the details of the ticket? Example: 2 fields we have are "Items to be tested" which outlines some information and 'Comments' which again, outlines some information. We have added a coupl...
1 Answer
Randi Buckley Last activity on 10/28/2022 3:15:09 PM by Brittany Renn

Web Service Auth Account Consent Prompt

Hi,
When creating a web service auth account, is it possible to remove the prompt=consent query parameter from the authorization query? One service that we are trying to connect to is showing a blank pop-up page with the title Consent Require...
1 Answer
Isaac Ramirez Last activity on 10/27/2022 4:58:52 PM by Mark Sayers

In iPaaS, with Forms, is there yet a way to dynamically show / change images?

I think the answer is no, but with iPaaS forms, we can add images to a form, but they're static. Is there a way I could take an image that might be attached to an object, like an asset, and show that image in line on the form? From what I've trie...
3 Answers
Jason Pelletier Last activity on 10/27/2022 4:29:15 PM by Mark Sayers

Funding Source Budgeting

Hello!
I am looking for a way to enter total budget available for a funding source and us that against expenses tied to that funding source to show amounts remaining for that funding source.
I don't believe there is a way to do that, fro...
1 Answer
Ashley Bouchie Last activity on 10/27/2022 9:12:19 AM by Brittany Renn

Is 11.5 available for installed customers?

Is 11.5 available for installed customers?
1 Answer
Amy (Dube) Hodgdon Last activity on 10/26/2022 1:44:50 PM by Mark Sayers

Knowledge Base

Is there some type of tutorial with best practices regarding searching successfully in the Knowledge Base we have set up with TDX? I have some employees who find it difficult to locate or find articles they may be needing. A tutorial on best way...
1 Answer
Denise McCarthy Last activity on 10/27/2022 9:56:37 AM by Brittany Renn

Service Offering does not delete even though shows "deleted"

Hi,
When I delete a particular Service Offering it shows that it has been "deleted" but yet
still shows up in the list of Service Offerings.
Thanks.
Sharon
1 Answer
Sharon Jarmoc Last activity on 10/25/2022 2:44:49 PM by Mark Sayers

Users seeing duplicate desktops in TDNext

User who have had a desktop template shared with them are seeing duplicates of some (but not all) of the desktops listed in the drop down. The desktops appear to be identical when opened. Screenshot attached. I have the same desktop and do not se...
1 Answer
Tracey Davis Last activity on 10/25/2022 2:23:26 PM by Mark Sayers

Weird Error when trying to activate TD Email Monitor

Hello,
I am currently trying to set up a TD Email Monitor (which I have done before), but for some reason I keep getting the following error:
"Could not connect to server. Please check to make sure the credentials, server name, and port ...
1 Answer
Jason Badia Last activity on 10/25/2022 1:03:29 PM by Mark Sayers

Attributes not used on a Form

Hi,
Is there a way to see which attributes are currently not in use on any forms other than clicking on Form Usage for each Attribute in Admin?
Thanks,
Erin
1 Answer
Erin Tramble Last activity on 10/25/2022 12:57:37 PM by Mark Sayers

Expiring Certificate

We are seeing a message about the expiring Shibboleth certificate periodically while signing into TDX. We were using Shibboleth in the past, but switched to Microsoft Azure in May. I'm guessing we can just ignore this message, but I wanted to dou...
1 Answer
Bodek Frak Last activity on 10/25/2022 10:32:47 AM by Mark Sayers

Change Start & Due Dates using a workflow

We want to make Start & Due dates read-only and then use a workflow webservice method to update those fields from custom attributes. I am having a hard time referencing the Start & Due dates. This is what I have so far:
[
{"op": "a...
1 Answer
Mary McKenzie Last activity on 10/24/2022 3:52:23 PM by Mark Sayers

Form Entry Accessibility?

The UO Accessibility Director (DAA) is telling us that the TeamDynamix Form entry is not accessible and does not Web Content Accessibility Guidelines (WCAG) 2.1 guidelines, and we may have to stop using TeamDynamix if we can't find accessible w...
1 Answer
Tevis Boulware Last activity on 10/24/2022 1:22:15 PM by Mark Sayers

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